Bank of America

Merrill Financial Solutions Advisor: Greater Houston Market

Bank of America

Remote
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to Merrill Financial Solutions Advisor: Greater Houston Market at Bank of America! We are seeking a highly motivated individual to join our team and provide financial solutions to our valued clients in the Greater Houston area. As a Solutions Advisor, you will have the opportunity to build and maintain relationships with clients, analyze their financial needs, and offer personalized solutions to help them achieve their financial goals. We are looking for someone with a strong passion for finance, exceptional communication skills, and a drive to succeed in a fast-paced and dynamic environment. If you are ready to make a positive impact on people's financial lives and grow your career with a reputable company, we encourage you to apply for this exciting opportunity.

  1. Develop and maintain relationships with clients in the Greater Houston area.
  2. Analyze clients' financial needs and provide personalized solutions to help them achieve their goals.
  3. Serve as the primary point of contact for clients, addressing any inquiries or concerns they may have.
  4. Stay up-to-date with financial industry trends and regulations in order to provide relevant and accurate advice to clients.
  5. Collaborate with team members to identify potential clients and generate new business.
  6. Conduct thorough financial analyses for clients to identify areas for improvement and present recommendations for their financial well-being.
  7. Communicate complex financial information in a clear and understandable manner to clients.
  8. Maintain a high level of customer satisfaction by providing exceptional service and building strong relationships with clients.
  9. Meet or exceed sales goals by actively promoting and selling financial solutions to clients.
  10. Stay organized and maintain accurate records of client interactions and transactions.
  11. Continuously seek out opportunities to improve processes and procedures to enhance the client experience.
  12. Adhere to all company policies and procedures, as well as industry regulations and guidelines.
  13. Attend training sessions and workshops to expand knowledge and skills in the financial industry.
  14. Collaborate with other team members to ensure a cohesive and positive work environment.
  15. Demonstrate a strong work ethic and commitment to providing excellent service to clients at all times.
Where is this job?
This job opening is listed as 100% remote
Job Qualifications
  • Excellent Communication And Interpersonal Skills.

  • Strong Knowledge Of Investment Products, Financial Planning Strategies, And Market Trends.

  • Minimum Of 3-5 Years Of Experience In Financial Advising Or Wealth Management.

  • Bachelor's Degree Or Higher In Finance, Business, Or Related Field.

  • Active Finra Series 7 And 66 Licenses, Or Ability To Obtain Within 6 Months Of Hire.

Required Skills
  • Financial Analysis

  • Market

  • Portfolio Management

  • Risk assessment

  • Client Relationship Management

  • wealth management

  • Asset allocation

  • Insurance Solutions

  • Retirement planning

  • Estate Planning

  • Tax Planning

  • Investment Strategies

Soft Skills
  • Communication

  • Emotional Intelligence

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • flexibility

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Merrill Financial Solutions Advisor: Greater Houston Market is $60,000 to $80,000 per year. However, this can vary depending on factors such as experience, location, and performance. Some advisors may earn higher salaries through bonuses and commissions.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 26th, 2025
Apply BeforeJune 9th, 2026
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About Bank of America

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.

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